Purchases and Sales Made in Q3 2021 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 2021. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
711+ 12.07% |
$90.4K - $99.8K
|
6.6K
$1.64M
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
710+ 19.78% |
$90.3K - $99.7K
|
4.3K
$1.07M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
708+ 8.83% |
$90K - $99.4K
|
8.73K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
690+ 5.48% |
$87.7K - $96.9K
|
13.3K
$3.3M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
687+ 5.28% |
$87.3K - $96.4K
|
13.7K
$3.4M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
680+ 4.4% |
$86.4K - $95.5K
|
16.1K
$4.01M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
677+ 14.12% |
$86.1K - $95K
|
5.47K
$1.36M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
675+ 2.28% |
$85.8K - $94.8K
|
30.2K
$7.51M
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
663+ 12.33% |
$84.3K - $93.1K
|
6.04K
$1.5M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
653+ 8.18% |
$83K - $91.7K
|
8.64K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
650+ 3.3% |
$82.6K - $91.2K
|
20.3K
$5.05M
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
650+ 1.06% |
$82.6K - $91.2K
|
61.7K
$15.3M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
649+ 1.98% |
$82.5K - $91.1K
|
33.4K
$8.29M
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
647+ 3.94% |
$82.2K - $90.8K
|
17.1K
$4.24M
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
646+ 6.1% |
$82.1K - $90.7K
|
11.2K
$2.79M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
641+ 4.54% |
$81.5K - $90K
|
14.8K
$3.67M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
637+ 21.36% |
$81K - $89.4K
|
3.62K
$899K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
637+ 21.36% |
$81K - $89.4K
|
3.62K
$899K
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
635+ 6.31% |
$80.7K - $89.1K
|
10.7K
$2.66M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
635+ 9.58% |
$80.7K - $89.1K
|
7.26K
$1.8M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
635New |
$80.7K - $89.1K
|
635
$158K
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
631+ 9.24% |
$80.2K - $88.6K
|
7.46K
$1.85M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
617+ 20.34% |
$78.4K - $86.6K
|
3.65K
$907K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
616+ 22.81% |
$78.3K - $86.5K
|
3.32K
$824K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
612+ 5.85% |
$77.8K - $85.9K
|
11.1K
$2.75M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
596+ 12.58% |
$75.8K - $83.7K
|
5.33K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
592+ 3.7% |
$75.3K - $83.1K
|
16.6K
$4.12M
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
590+ 3.02% |
$75K - $82.8K
|
20.1K
$5M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
586+ 6.9% |
$74.5K - $82.3K
|
9.08K
$2.26M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
580+ 11.09% |
$73.7K - $81.4K
|
5.81K
$1.44M
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
575+ 7.15% |
$73.1K - $80.7K
|
8.62K
$2.14M
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
575+ 1.05% |
$73.1K - $80.7K
|
55.5K
$13.8M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
572+ 4.12% |
$72.7K - $80.3K
|
14.4K
$3.59M
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
567+ 14.95% |
$72.1K - $79.6K
|
4.36K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
565+ 6.41% |
$71.8K - $79.3K
|
9.38K
$2.33M
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
562+ 5.32% |
$71.4K - $78.9K
|
11.1K
$2.76M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
559+ 0.68% |
$71.1K - $78.5K
|
82.9K
$20.6M
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
551+ 4.48% |
$70K - $77.3K
|
12.9K
$3.19M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
545+ 7.67% |
$69.3K - $76.5K
|
7.65K
$1.9M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
543+ 0.1% |
$69K - $76.2K
|
572K
$142M
|
|
Oct 27, 2021
Q3 2021
|
Beddow Capital Management Inc
|
BUY
|
- |
537+ 1.29% |
$68.3K - $75.4K
|
42.2K
$10.5M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
535+ 10.74% |
$68K - $75.1K
|
5.52K
$1.37M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
533+ 23.32% |
$67.8K - $74.8K
|
2.82K
$700K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
530+ 13.84% |
$67.4K - $74.4K
|
4.36K
$1.08M
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
526+ 12.76% |
$66.9K - $73.8K
|
4.65K
$1.15M
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
524+ 5.71% |
$66.6K - $73.6K
|
9.7K
$2.41M
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
524+ 5.1% |
$66.6K - $73.6K
|
10.8K
$2.68M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
522+ 6.81% |
$66.4K - $73.3K
|
8.19K
$2.03M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
520+ 1.63% |
$66.1K - $73K
|
32.3K
$8.03M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
511+ 11.0% |
$65K - $71.7K
|
5.16K
$1.28M
|